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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
STA
2001
Smith Thornton Advisors
Alabama
$386K +$402K +1,503 New
MAG
2002
M3 Advisory Group
Massachusetts
$386K +$202K +754 +101%
ZDA
2003
Zweig-DiMenna Associates
New York
$386K -$8.15M -30,450 -95%
MPCA
2004
Madison Park Capital Advisors
Washington
$386K -$11.8K -44 -3%
AAP
2005
Aristotle Atlantic Partners
Florida
$386K – – –
HA
2006
Harbor Advisors
Florida
$386K +$401K +1,500 New
WP
2007
WMS Partners
Maryland
$385K +$47.9K +179 +14%
WOC
2008
West Oak Capital
California
$384K – – –
CFO
2009
CVA Family Office
Colorado
$381K +$15.5K +58 +4%
DC
2010
Diametric Capital
Massachusetts
$381K +$397K +1,482 New
NPA
2011
Nichols & Pratt Advisers
Massachusetts
$381K – – –
ACP
2012
Aveo Capital Partners
Colorado
$380K -$63.7K -238 -14%
GD
2013
Grandfield & Dodd
New York
$378K – – –
CCA
2014
Cobblestone Capital Advisors
New York
$378K – – –
WTA
2015
Washington Trust Advisors
Massachusetts
$376K -$78.9K -295 -17%
SWA
2016
SOA Wealth Advisors
New York
$376K -$122K -456 -24%
PAG
2017
Paladin Advisory Group
Iowa
$375K – – –
SFPG
2018
Stonebridge Financial Planning Group
Florida
$375K -$30K -112 -7%
BOS
2019
Bank of Stockton
California
$373K +$144K +538 +59%
SPC
2020
Spirepoint Private Client
Florida
$373K +$81.9K +306 +27%
SMA
2021
Seven Mile Advisory
New Jersey
$372K +$9.37K +35 +2%
FF
2022
Farrell Financial
New York
$371K +$21.4K +80 +6%
OWM
2023
OneAscent Wealth Management
Alabama
$371K +$28.1K +105 +8%
DIM
2024
DC Investments Management
Virginia
$370K – – –
TWP
2025
Triad Wealth Partners
Kansas
$369K +$183K +684 +91%
79 80
81
82 83